Global Financial Private Capital’s JPMorgan Diversified Return International Equity ETF JPIN Stock Holding History

Global Financial Private Capital’s Portfolio JPIN Stock Details JPIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-53	Closed	-$3K	–	412
2019 Q3	$3K	Sell	53 -58	-52%	-$3.08K	﹤0.01%	338
2019 Q2	$6K	Buy	+111	New	+$6.08K	﹤0.01%	389
2018 Q4	–	Sell	-440,675	Closed	-$25.7M	–	428
2018 Q3	$25.7M	Sell	440,675 -63,544	-13%	-$3.67M	0.92%	27
2018 Q2	$29M	Buy	504,219 +38,333	+8%	+$2.29M	0.99%	28
2018 Q1	$27.7M	Buy	465,886 +58,197	+14%	+$3.5M	0.97%	29
2017 Q4	$24.5M	Buy	407,689 +3,564	+0.9%	+$212K	0.84%	35
2017 Q3	$23.4M	Buy	404,125 +22,916	+6%	+$1.31M	0.84%	36
2017 Q2	$21.4M	Buy	381,209 +54,290	+17%	+$2.99M	1.04%	33
2017 Q1	$17.3M	Buy	+326,919	New	+$16.8M	0.87%	41

Other funds holding JPIN

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Global Financial Private Capital's JPIN Position: Q4 2019 in Review

Global Financial Private Capital sold out of JPMorgan Diversified Return International Equity ETF (JPIN) in Q4 2019, closing a stake of 53 shares — an estimated $3K sold.

Global Financial Private Capital first reported a position in JPIN in Q1 2017 and held it in 9 quarters. The position peaked at $29M in Q2 2018. 145 funds tracked by Wall St. Rank hold JPIN as of Q4 2019.

Global Financial Private Capital reported no remaining JPMorgan Diversified Return International Equity ETF position as of Q4 2019 after selling out during the quarter.
Global Financial Private Capital sold 53 JPMorgan Diversified Return International Equity ETF shares in Q4 2019, an estimated $3K.
Global Financial Private Capital first reported a position in JPMorgan Diversified Return International Equity ETF in Q1 2017 and held it in 9 quarters.
Global Financial Private Capital's JPMorgan Diversified Return International Equity ETF position peaked at $29M in Q2 2018.
145 funds tracked by Wall St. Rank held JPMorgan Diversified Return International Equity ETF as of Q4 2019.

Based on Global Financial Private Capital's 13F filing for Q4 2019, filed 11 Feb 2020.